Salesforce

CRM

Market cap $194B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
2001	RIS 2001 Retirement Income Solutions Ann Arbor, Michigan	$388K	–	–	–
2002	STA 2002 Smith Thornton Advisors Huntsville, Alabama	$386K	+$402K	+1,503	New
2003	MAG 2003 M3 Advisory Group Needham Heights, Massachusetts	$386K	+$202K	+754	+101%
2004	ZDA 2004 Zweig-DiMenna Associates New York	$386K	-$8.15M	-30,450	-95%
2005	MPCA 2005 Madison Park Capital Advisors Seattle, Washington	$386K	-$11.8K	-44	-3%
2006	AAP 2006 Aristotle Atlantic Partners Sarasota, Florida	$386K	–	–	–
2007	HA 2007 Harbor Advisors West Palm Beach, Florida	$386K	+$401K	+1,500	New
2008	WP 2008 WMS Partners Towson, Maryland	$385K	+$47.9K	+179	+14%
2009	WOC 2009 West Oak Capital Westlake Village, California	$384K	–	–	–
2010	CFO 2010 CVA Family Office Denver, Colorado	$381K	+$15.5K	+58	+4%
2011	DC 2011 Diametric Capital Boston, Massachusetts	$381K	+$397K	+1,482	New
2012	NPA 2012 Nichols & Pratt Advisers Boston, Massachusetts	$381K	–	–	–
2013	ACP 2013 Aveo Capital Partners Englewood, Colorado	$380K	-$63.7K	-238	-14%
2014	GD 2014 Grandfield & Dodd New York	$378K	–	–	–
2015	CCA 2015 Cobblestone Capital Advisors Rochester, New York	$378K	–	–	–
2016	WTA 2016 Washington Trust Advisors Wellesley, Massachusetts	$376K	-$78.9K	-295	-17%
2017	SWA 2017 SOA Wealth Advisors New York	$376K	-$122K	-456	-24%
2018	PAG 2018 Paladin Advisory Group Clive, Iowa	$375K	–	–	–
2019	SFPG 2019 Stonebridge Financial Planning Group Orlando, Florida	$375K	-$30K	-112	-7%
2020	BOS 2020 Bank of Stockton Stockton, California	$373K	+$144K	+538	+59%
2021	SPC 2021 Spirepoint Private Client Vero Beach, Florida	$373K	+$81.9K	+306	+27%
2022	SMA 2022 Seven Mile Advisory Ewing, New Jersey	$372K	+$9.37K	+35	+2%
2023	FF 2023 Farrell Financial Orchard Park, New York	$371K	+$21.4K	+80	+6%
2024	OWM 2024 OneAscent Wealth Management Birmingham, Alabama	$371K	+$28.1K	+105	+8%
2025	DIM 2025 DC Investments Management Mclean, Virginia	$370K	–	–	–

Salesforce CRM Market cap $194B

Salesforce

CRM

Market cap $194B